Merit Financial Group, LLC
RIA/Wealth
Merit Financial Group, LLC is a RIA/Wealth based in Maspeth, NY led by Rick Lee Kent, managing $10.7B across 1,762 long positions as of Q3 2025 with 65% ETF concentration.
CEORick Lee Kent
- Portfolio Value
- $10.7B
- Positions
- 1,762
- Top Holding
- VUG at 3.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Merit Financial Group, LLC's portfolio (20.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $388.9M | 3.63% | -$3.2M Sold | — 810.9K shares | |
ETF ETF | $254.2M | 2.37% | +$7.3M Bought | — 7.0M shares | |
ETF ETF | $234.2M | 2.19% | +$5.5M Bought | — 2.3M shares | |
ETF ETF | $232.4M | 2.17% | -$21.0M Sold | — 1.4M shares | |
ETF ETF | $216.9M | 2.02% | +$72.9M Bought | — 539.0K shares | |
Consumer Electronics Technology | $199.0M | 1.86% | +$11.7M Bought | 0.01% 781.7K shares | |
ETF ETF | $180.4M | 1.68% | -$3.3M Sold | — 294.5K shares | |
ETF ETF | $176.7M | 1.65% | +$6.7M Bought | — 264.0K shares | |
Software - Infrastructure Technology | $173.4M | 1.62% | +$16.2M Bought | 0.00% 334.8K shares | |
ETF ETF | $166.5M | 1.55% | +$3.2M Bought | — 892.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Merit Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Merit Financial Group, LLC
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